CWM

Catamount Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.25M
3
+$3.14M
4
ILMN icon
Illumina
ILMN
+$3.05M
5
V icon
Visa
V
+$2.33M

Top Sells

1
+$2.54M
2
+$2.3M
3
+$1.66M
4
CPAY icon
Corpay
CPAY
+$1.62M
5
CVX icon
Chevron
CVX
+$1.17M

Sector Composition

1 Communication Services 29.2%
2 Financials 15.43%
3 Healthcare 14.93%
4 Technology 9.06%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K 0.02%
+560
77
$23K 0.02%
611
-449
78
$23K 0.02%
294
79
$23K 0.02%
600
80
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532
81
$22K 0.02%
+450
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$21K 0.02%
300
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136
84
$20K 0.02%
300
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$20K 0.02%
+157
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$20K 0.02%
584
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$19K 0.02%
+1,126
88
$19K 0.02%
500
89
$19K 0.02%
176
90
$18K 0.01%
400
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$16K 0.01%
+485
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500
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400
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$15K 0.01%
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95
$15K 0.01%
272
96
$15K 0.01%
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97
$14K 0.01%
150
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$14K 0.01%
240
-243
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$14K 0.01%
400
100
$11K 0.01%
81
2 3
4
5 6